Client Consulting

Since 1987, we’ve provided advisory consulting services to a diverse and ever evolving global client base.

Fostering close relationships with each and every client has and continues to allow us to not only fully understand the needs of our clients but also continues to identify unique investment opportunities to the ongoing benefit of our clients and their beneficiaries.

Our core advisory services include:

Investment strategy advice

Understanding what success means to our client enables us to structure an investment strategy that delivers success. This includes setting return and risk objectives and designing portfolios to deliver on those objectives. We utilise both extensive qualitative and quantitative analysis in formulating our investment strategies for clients. Investment strategies incorporate consideration of sustainability, including climate change and other environmental, social and governance factors.

Asset allocation advice

We provide advice to investors regarding asset allocation within and across asset classes, with consideration of the specific client investment objectives and risk parameters.

Manager research and selection

We carefully offer recommendations for best-in-class investment strategies that deliver on each client’s investment strategy. Consideration of fees, sustainability and liquidity are imbedded in our advice.

 

Want to know more about JANA’s advisory consulting services?

Email your enquiry below and a member of the team will be in contact shortly.

Contact JANA

Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au

Melbourne
9/530 Collins Street,
Melbourne VIC 3000
03 9602 5400
JANAadmin@jana.com.au

JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.